Principal Financial Group
IWD icon

Principal Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Principal Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Sell
24,436
-857
-3% -$200K ﹤0.01% 1611
2026
Q1 		$5.4M Sell
25,293
-6,821
-21% -$1.49M ﹤0.01% 1605
2025
Q4 		$6.75M Buy
32,114
+2,767
+9% +$572K ﹤0.01% 1503
2025
Q3 		$5.97M Buy
29,347
+1,022
+4% +$203K ﹤0.01% 1522
2025
Q2 		$5.5M Sell
28,325
-2,891
-9% -$535K ﹤0.01% 1542
2025
Q1 		$5.87M Sell
31,216
-6,141
-16% -$1.17M ﹤0.01% 1510
2024
Q4 		$6.92M Buy
37,357
+12,148
+48% +$2.33M ﹤0.01% 1473
2024
Q3 		$4.78M Sell
25,209
-85,963
-77% -$15.7M ﹤0.01% 1584
2024
Q2 		$19.4M Buy
111,172
+1,870
+2% +$327K 0.01% 877
2024
Q1 		$19.6M Buy
109,302
+22,123
+25% +$3.74M 0.01% 929
2023
Q4 		$14.4M Sell
87,179
-854
-1% -$132K 0.01% 1100
2023
Q3 		$13.4M Buy
88,033
+7,385
+9% +$1.17M 0.01% 1059
2023
Q2 		$12.7M Sell
80,648
-3,140
-4% -$480K 0.01% 1120
2023
Q1 		$12.8M Sell
83,788
-28,672
-25% -$4.43M 0.01% 1128
2022
Q4 		$17.1M Buy
112,460
+6,378
+6% +$955K 0.01% 927
2022
Q3 		$14.4M Sell
106,082
-27,672
-21% -$4.16M 0.01% 979
2022
Q2 		$19.4M Sell
133,754
-671
-0.5% -$105K 0.01% 833
2022
Q1 		$22.3M Buy
134,425
+48,053
+56% +$7.89M 0.01% 842
2021
Q4 		$14.4M Sell
86,372
-526
-0.6% -$86.2K 0.01% 1182
2021
Q3 		$13.6M Buy
86,898
+9,078
+12% +$1.46M 0.01% 1234
2021
Q2 		$12.3M Buy
77,820
+15,459
+25% +$2.45M 0.01% 1323
2021
Q1 		$9.45M Buy
62,361
+1,366
+2% +$198K 0.01% 1417
2020
Q4 		$8.34M Buy
60,995
+2,804
+5% +$360K 0.01% 1341
2020
Q3 		$6.87M Buy
58,191
+29,600
+104% +$3.51M 0.01% 1302
2020
Q2 		$3.22M Buy
+28,591
New +$3.14M ﹤0.01% 1583
2020
Q1 		– Sell
-2,984
Closed -$407K – 2226
2019
Q4 		$407K Buy
+2,984
New +$393K ﹤0.01% 1989
2018
Q1 		– Sell
-81,100
Closed -$10.1M – 2227
2017
Q4 		$10.1M Buy
+81,100
New +$9.83M 0.01% 1264

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Principal Financial Group's IWD Position: Q2 2026 in Review

Principal Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, selling an estimated $200K and leaving 24,436 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Principal Financial Group first reported a position in IWD in Q4 2017 and has held it in 27 quarters since. The position peaked at $22.3M in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Principal Financial Group held 24,436 shares of iShares Russell 1000 Value ETF worth $5.92M as of Q2 2026.
  • Principal Financial Group sold 857 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $200K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1611 holding.
  • Principal Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 27 quarters since.
  • Principal Financial Group's iShares Russell 1000 Value ETF position peaked at $22.3M in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.